Revolve Wealth Partners
WMT icon

Revolve Wealth Partners’s Walmart Inc WMT Stock Holding History

Revolve Wealth Partners’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.29M Sell
12,429
-1,272
-9% -$140K 0.13% 89
2026
Q2 		$1.55M Buy
13,701
+3,774
+38% +$469K 0.16% 81
2026
Q1 		$1.23M Buy
9,927
+151
+2% +$18.5K 0.16% 76
2025
Q4 		$1.09M Sell
9,776
-150
-2% -$16.1K 0.13% 88
2025
Q3 		$1.02M Buy
9,926
+96
+1% +$9.6K 0.12% 87
2025
Q2 		$961K Buy
9,830
+103
+1% +$9.8K 0.12% 87
2025
Q1 		$854K Buy
9,727
+878
+10% +$82.4K 0.12% 87
2024
Q4 		$800K Buy
8,849
+485
+6% +$42.1K 0.12% 91
2024
Q3 		$675K Sell
8,364
-141
-2% -$10.4K 0.1% 94
2024
Q2 		$576K Buy
8,505
+195
+2% +$12.3K 0.09% 95
2024
Q1 		$500K Buy
8,310
+444
+6% +$25.4K 0.09% 104
2023
Q4 		$413K Sell
7,866
-1,152
-13% -$61K 0.08% 104
2023
Q3 		$481K Buy
9,018
+1,800
+25% +$95.8K 0.11% 89
2023
Q2 		$378K Buy
7,218
+120
+2% +$6.05K 0.09% 98
2023
Q1 		$349K Sell
7,098
-1,395
-16% -$66.2K 0.09% 101
2022
Q4 		$401K Buy
8,493
+837
+11% +$39.7K 0.11% 88
2022
Q3 		$331K Buy
7,656
+2,163
+39% +$94.8K 0.11% 84
2022
Q2 		$223K Buy
5,493
+333
+6% +$15.4K 0.07% 123
2022
Q1 		$256K Buy
5,160
+111
+2% +$5.21K 0.07% 115
2021
Q4 		$244K Buy
+5,049
New +$241K 0.07% 129

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Revolve Wealth Partners's WMT Position: Q3 2026 in Review

Revolve Wealth Partners reduced its Walmart Inc (WMT) stake by 9.3% in Q3 2026, selling an estimated $140K and leaving 12,429 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #89.

Revolve Wealth Partners first reported a position in WMT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.55M in Q2 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Revolve Wealth Partners held 12,429 shares of Walmart Inc worth $1.29M as of Q3 2026.
  • Revolve Wealth Partners sold 1,272 Walmart Inc shares in Q3 2026, an estimated $140K.
  • Walmart Inc made up 0.13% of Revolve Wealth Partners's portfolio in Q3 2026, its #89 holding.
  • Revolve Wealth Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 20 quarters since.
  • Revolve Wealth Partners's Walmart Inc position peaked at $1.55M in Q2 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Revolve Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.